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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

Overview Fund Activity

220 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+24
Holders Change %
+12.24%
% of All Funds
3.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
141
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$92.1M
2
HBT
Hills Bank & Trust
Iowa
$37.7M
3
LPL Financial
LPL Financial
California
$49.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$43.9M
5
SFG
Sterling Financial Group
California
$12.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$128M
2
ACA
Aptus Capital Advisors
Alabama
$13.9M
3
LPT
Legacy Private Trust
Wisconsin
$3.69M
4
HighTower Advisors
HighTower Advisors
Illinois
$2.63M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
176
Solitude Financial Services
Virginia
$244K +$244K +12,160 New
APA
177
Astoria Portfolio Advisors
New York
$242K -$12.9K -650 -5%
AWM
178
Avior Wealth Management
Nebraska
$233K +$12K +600 +5%
FIM
179
Freedom Investment Management
Connecticut
$217K +$217K +10,821 New
CIAS
180
Capital Investment Advisory Services
North Carolina
$207K +$522 +26 +0.3%
DWG
181
Darden Wealth Group
Michigan
$201K – – –
FFG
182
Foundry Financial Group
New Hampshire
$201K +$201K +9,995 New
BFEC
183
Benjamin F. Edwards & Company
Missouri
$167K +$3.51K +175 +2%
SPIA
184
Steward Partners Investment Advisory
New York
$145K -$863 -43 -0.6%
KFI
185
Key Financial Inc
Pennsylvania
$142K – – –
MIFH
186
Migdal Insurance & Financial Holdings
Israel
$114K +$114K +5,700 New
AIP
187
Ameritas Investment Partners
Nebraska
$109K -$32.4K -1,612 -23%
US Bancorp
188
US Bancorp
Minnesota
$101K +$40.1K +1,996 +66%
FWP
189
FAS Wealth Partners
Kansas
$101K +$101K +5,008 New
GI
190
GS Investments
Minnesota
$87.8K – – –
PTC
191
Private Trust Company
Ohio
$87.2K +$743 +37 +0.9%
CA
192
CoreCap Advisors
Michigan
$85.4K +$85.4K +4,253 New
KIG
193
Kessler Investment Group
Indiana
$81.1K +$19K +945 +31%
AF
194
Advisornet Financial
Minnesota
$80.4K +$47.8K +2,381 +147%
MAM
195
Marquette Asset Management
Minnesota
$76.3K +$301 +15 +0.4%
GI
196
Gradient Investments
Minnesota
$75.9K +$15.9K +794 +27%
SIC
197
SJS Investment Consulting
Ohio
$64K – – –
VWWMG
198
Vermillion & White Wealth Management Group
Pennsylvania
$62.3K +$62.3K +3,103 New
GJIA
199
Glass Jacobson Investment Advisors
Maryland
$53.6K +$562 +28 +1%
AIM
200
Anchor Investment Management
South Carolina
$51.4K +$48.8K +2,432 +1,871%
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8
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